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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,492 | $83,485-67.1% | $125,192-78.0% | $72,975-62.3% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.5%-17.5pp |
| Annual return | 14.21% | 25.77%-11.6pp | 43.79%-29.6pp | 81.01%-66.8pp |
| Employer contribution / active EE | $1,760 | $2,346-25.0% | $3,866-54.5% | $2,440-27.9% |
| Participant deferral / active EE | $3,135 | $3,586-12.6% | $4,937-36.5% | $3,608-13.1% |
| Admin fee / account holder | $1,278 | $5,518-76.8% | $9,704-86.8% | $5,124-75.1% |